HomeInvestingPortfolio ManagementFederal Reserve Policy And Defensive Portfolio Positioning
Federal Reserve Policy And Defensive Portfolio Positioning

"I favor maintaining a core defensive bias and use the downside to add some marginal beta exposure into portfolios. I also favor defensive positioning and look for dividend growth, growth at a reasonable price, and health care," says Matt Orton. Orton also weighs in on the expectations for the Federal Reserve policy. The August 2022 CPI report will be released on Tuesday, September 13th.

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